Schwab U S Broad Market ETF shares owned by Pullen Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pullen Investment Management
from 13F filings
Historical chart of Pullen Investment Management investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Pullen Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Pullen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 202k | 25.71 |
| 2025-06-30 | $4.8M | 202k | 23.83 |
| 2025-03-31 | $5.0M | 230k | 21.53 |
| 2024-12-31 | $5.2M | 231k | 22.70 |
| 2024-09-30 | $5.1M | 77k | 66.52 |
| 2024-06-30 | $4.9M | 77k | 62.87 |
| 2024-03-31 | $4.8M | 79k | 61.05 |
More positions owned by Pullen Investment Management
View all positions for Pullen Investment Management